Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPAI
6351
Safe Pro Group Inc
SPAI
$77.3M
$36.7K ﹤0.01%
8,817
+8,312
AP icon
6352
Ampco-Pittsburgh
AP
$165M
$36.6K ﹤0.01%
6,871
+628
ATOS icon
6353
Atossa Therapeutics
ATOS
$46.1M
$36.3K ﹤0.01%
4,100
-3,390
IMOS
6354
ChipMOS TECHNOLOGIES
IMOS
$1.42B
$36.1K ﹤0.01%
1,219
-470
KRKR
6355
36Kr Holdings
KRKR
$7.75M
$35.9K ﹤0.01%
7,539
+617
FFTY icon
6356
Innovator IBD 50 ETF
FFTY
$84.3M
$35.8K ﹤0.01%
1,029
+133
KZR icon
6357
Kezar Life Sciences
KZR
$54.3M
$35.8K ﹤0.01%
5,685
-2,135
CRGO icon
6358
Freightos
CRGO
$88.9M
$35.7K ﹤0.01%
15,652
+6,851
QNCX icon
6359
Quince Therapeutics
QNCX
$6.96M
$35.6K ﹤0.01%
10,623
+6,933
YOLO icon
6360
AdvisorShares Pure Cannabis ETF
YOLO
$31.8M
$35.5K ﹤0.01%
10,768
-2,375
OZEM
6361
Roundhill GLP-1 & Weight Loss ETF
OZEM
$52.8M
$35.5K ﹤0.01%
1,039
CRT
6362
Cross Timbers Royalty Trust
CRT
$62.3M
$35.3K ﹤0.01%
4,437
-26,317
FLTW icon
6363
Franklin FTSE Taiwan ETF
FLTW
$1.72B
$35.2K ﹤0.01%
579
+11
ULBI icon
6364
Ultralife
ULBI
$113M
$35.2K ﹤0.01%
6,147
-399
ACFN
6365
Acorn Energy
ACFN
$45.7M
$34.9K ﹤0.01%
2,312
+2,000
ATLN
6366
Atlantic International
ATLN
$220M
$34.8K ﹤0.01%
26,130
+19,101
KSCP icon
6367
Knightscope
KSCP
$55.4M
$34.7K ﹤0.01%
9,342
+9,031
ANVS icon
6368
Annovis Bio
ANVS
$50.6M
$34.3K ﹤0.01%
9,901
+2,512
PTL icon
6369
Inspire 500 ETF
PTL
$722M
$34.3K ﹤0.01%
138
TOPT
6370
iShares Top 20 U.S. Stocks ETF
TOPT
$544M
$34.2K ﹤0.01%
1,096
+746
GRN icon
6371
iPath Series B Carbon Exchange-Traded Notes
GRN
$21.5M
$34.2K ﹤0.01%
1,000
SPRB
6372
Spruce Biosciences, Inc. Common Stock
SPRB
$87.3M
$33.8K ﹤0.01%
388
+290
UCO icon
6373
ProShares Ultra Bloomberg Crude Oil
UCO
$514M
$33.8K ﹤0.01%
1,748
-219,534
XTEN icon
6374
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$33.7K ﹤0.01%
728
+700
LZMH
6375
LZ Technology Holdings
LZMH
$181M
$33.5K ﹤0.01%
20,200
-2,822
253 254
255
256 257